Thursday links: a lack of trust
Tadas Viskanta
Abnormal Returns
21 hours ago
2 MIN READ
Investment writing
- Nick’s favorite investment writing from 2025 including ‘The Last Decision by the World’s Leading Thinker on Decisions’ by Jason Zweig. (ofdollarsanddata.com)
- Book recommendations from Meb Faber’s podcast guest including “Breakneck: China’s Quest to Engineer the Future” by Dan Wang. (news.theideafarm.com)
Prediction markets
- On the Kalshi-ification of everything. (fastcompany.com)
- If prediction markets are manipulable, do we want news networks relying on them? (slate.com)
- Gemini ($GEMI) is jumping into the prediction markets game. (theblock.co)
Companies
- Disney ($DIS) has thrown in with OpenAI. (spyglass.org)
- How Ted Combs came to run JP Morgan’s ($JPM) new Security and Resiliency investment fund. (giftarticle.ft.com)
- Eli Lilly’s ($LLY) new weight loss drug candidate retatrutide showed big weight loss effects. (biopharmadive.com)
Economy
- The Fed has signaled that it will stop shrinking its balance sheet. (investmenttalk.co)
- When it comes to inflation there is plenty of blame to go around. (ritholtz.com)
- Why everyone feels like they are getting scammed these days. (kyla.substack.com)
Earlier on Abnormal Returns
- Longform links: learning something new. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: your emotional life. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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